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Buckley Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Buckley Wealth Management, LLC
报告期 2026-03-31 · CIK 0001730126
持仓数
103
前50大市值合计
$346.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 117 项
建仓 2
增持 27
减持 55
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$6.0M
169,170
-6%
减持
MSFT
MICROSOFT CORP
-$2.9M
74,519
-4%
减持
TXN
TEXAS INSTRS INC
-$1.3M
5,805
-54%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
—
EXXON MOBIL CORP
+$1.1M
84,935
+2%
建仓
GE
GENERAL ELECTRIC CO
+$997.7K
9,025
减持
NEM
NEWMONT CORP
-$911.5K
69,225
-15%
减持
UNH
UNITEDHEALTH GROUP INC
-$865.2K
3,761
-35%
增持
MRK
MERCK & CO INC
-$783.7K
63,923
+0%
清仓
AMT
AMERICAN TOWER CORP NEW
-$675.5K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$648.2K
109,357
-3%
建仓
—
NXP SEMICONDUCTORS N V
+$633.7K
3,170
增持
MPC
MARATHON PETE CORP
+$598.3K
16,685
+1%
减持
PFE
PFIZER INC
-$587.7K
166,395
-0%
减持
GOOGL
ALPHABET INC
+$587.1K
89,915
-4%
增持
NEE
NEXTERA ENERGY INC
+$520.2K
34,525
+76%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$496.1K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$467.7K
0
-100%
减持
LOW
LOWES COS INC
-$467.2K
9,853
-12%
减持
T
AT&T INC
-$457.9K
161,700
-11%
增持
COST
COSTCO WHSL CORP NEW
+$427.6K
11,288
+2%
减持
V
VISA INC
-$416.7K
4,723
-25%
增持
JNJ
JOHNSON & JOHNSON
-$412.4K
49,002
+1%
减持
PG
PROCTER AND GAMBLE CO
-$410.9K
58,271
-1%
清仓
SHEL
SHELL PLC
-$383.9K
0
-100%
清仓
—
RENAISSANCERE HLDGS LTD
-$375.1K
0
-100%
清仓
MCK
MCKESSON CORP
-$374.3K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$369.1K
6,109
-52%
减持
—
ACCENTURE PLC IRELAND
-$366.3K
3,148
-27%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$357.2K
0
-100%
减持
BWA
BORGWARNER INC
-$353.5K
5,533
-53%
减持
AVGO
BROADCOM INC
-$348.2K
1,210
-22%
清仓
C
CITIGROUP INC
-$346.0K
0
-100%
减持
PEP
PEPSICO INC
-$338.3K
6,136
-18%
减持
NVDA
NVIDIA CORPORATION
-$338.2K
3,127
-22%
减持
JPM
JPMORGAN CHASE & CO
-$333.0K
67,422
-3%
减持
AMZN
AMAZON COM INC
-$325.2K
79,206
-1%
减持
CMCSA
COMCAST CORP NEW
-$324.5K
8,193
-51%
清仓
CNI
CANADIAN NATL RY CO
-$317.2K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$302.3K
0
-100%
清仓
—
CHUBB LIMITED
-$299.2K
0
-100%
清仓
CMI
CUMMINS INC
-$297.9K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$297.3K
2,162
-22%
减持
—
LINDE PLC
-$293.5K
5,415
-11%
减持
—
MEDTRONIC PLC
-$291.4K
9,902
-18%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$291.1K
0
-100%
增持
—
DISCOVER FINL SVCS
-$275.8K
9,455
+1%
清仓
DIS
DISNEY WALT CO
-$273.7K
0
-100%
清仓
GWW
GRAINGER W W INC
-$263.4K
0
-100%
减持
O
REALTY INCOME CORP
-$260.2K
9,719
-22%
清仓
BAX
BAXTER INTL INC
-$259.7K
0
-100%
增持
ABBV
ABBVIE INC
+$259.6K
16,302
+1%
减持
CVS
CVS HEALTH CORP
-$259.4K
7,470
-34%
增持
R
RYDER SYS INC
+$256.9K
11,135
+1%
减持
MDLZ
MONDELEZ INTL INC
-$256.8K
10,633
-22%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$255.5K
0
-100%
减持
CSCO
CISCO SYS INC
-$252.9K
159,740
-7%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$248.9K
0
-100%
增持
VLO
VALERO ENERGY CORP
+$244.5K
7,615
+7%
减持
CPB
CAMPBELL SOUP CO
-$243.1K
37,700
-4%
清仓
—
TE CONNECTIVITY LTD
-$242.9K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$242.5K
0
-100%
清仓
RRX
REGAL REXNORD CORPORATION
-$239.0K
0
-100%
清仓
DE
DEERE & CO
-$235.4K
0
-100%
清仓
CSX
CSX CORP
-$233.5K
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$233.0K
0
-100%
清仓
FTNT
FORTINET INC
-$230.9K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$230.1K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$229.1K
0
-100%
清仓
HAS
HASBRO INC
-$227.7K
0
-100%
减持
MS
MORGAN STANLEY
-$224.9K
9,737
-18%
清仓
CI
THE CIGNA GROUP
-$221.1K
0
-100%
清仓
TPR
TAPESTRY INC
-$220.5K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
-$220.0K
6,638
-22%
清仓
IQV
IQVIA HLDGS INC
-$219.8K
0
-100%
清仓
ZTS
ZOETIS INC
-$213.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$207.4K
1,103
-21%
清仓
WBS
WEBSTER FINL CORP
-$201.6K
0
-100%
减持
INTC
INTEL CORP
-$201.3K
133,725
-10%
减持
EMR
EMERSON ELEC CO
-$199.9K
2,178
-52%
减持
UNP
UNION PAC CORP
-$189.1K
3,481
-21%
减持
—
FERGUSON PLC NEW
-$188.2K
4,942
-22%
增持
HUM
HUMANA INC
+$183.9K
2,000
+13%
减持
—
TRANE TECHNOLOGIES PLC
-$179.3K
3,943
-23%
减持
—
BLACKROCK INC
-$177.1K
732
-22%
减持
HD
HOME DEPOT INC
-$173.5K
11,857
-2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$171.6K
3,396
-22%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$164.8K
26,298
-1%
减持
SYY
SYSCO CORP
-$160.0K
14,052
-4%
减持
BAC
BANK AMERICA CORP
-$155.0K
48,443
-6%
减持
DOW
DOW INC
-$149.4K
69,105
-1%
减持
CME
CME GROUP INC
-$133.1K
3,262
-23%
增持
—
PARAMOUNT GLOBAL
-$125.8K
43,425
+1%
增持
MCD
MCDONALDS CORP
-$116.5K
3,545
+1%
增持
MSCI
MSCI INC
+$102.1K
1,850
+2%
减持
CDW
CDW CORP
-$97.8K
3,016
-22%
增持
CAH
CARDINAL HEALTH INC
-$91.0K
11,797
+0%
减持
COR
CENCORA INC
-$84.9K
5,735
-1%
增持
—
JUNIPER NETWORKS INC
-$84.1K
27,870
+2%
减持
TJX
TJX COS INC NEW
-$81.9K
19,298
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.3K
41,842
-2%
减持
GOOG
ALPHABET INC
+$65.7K
9,670
-3%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$59.7K
11,933
-22%
增持
ORCL
ORACLE CORP
-$56.7K
4,324
+0%
减持
HON
HONEYWELL INTL INC
-$54.1K
2,249
-1%
减持
PYPL
PAYPAL HLDGS INC
-$52.4K
5,650
-1%
减持
—
DUPONT DE NEMOURS INC
+$44.5K
44,120
-3%
增持
WMB
WILLIAMS COS INC
+$42.5K
30,865
+1%
增持
QCOM
QUALCOMM INC
-$40.8K
7,875
+2%
增持
OKE
ONEOK INC NEW
+$37.7K
14,095
+2%
增持
EXR
EXTRA SPACE STORAGE INC
-$33.5K
3,888
+14%
增持
NXST
NEXSTAR MEDIA GROUP INC
-$28.9K
4,055
+11%
增持
PM
PHILIP MORRIS INTL INC
-$24.3K
4,868
+0%
增持
MA
MASTERCARD INCORPORATED
+$14.6K
2,590
+1%
增持
TGT
TARGET CORP
+$11.7K
7,120
+21%
增持
MMM
3M CO
+$5.0K
18,301
+7%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$2.5K
33,330
+29%
减持
FDX
FEDEX CORP
+$1.9K
4,260
-6%